…economics of geothermal from first principles. Is there a path to cost-competitive, zero-carbon baseload heat? $599.00 – Purchase Checkout Added to cart Geothermal power is produced from 200 geothermal fields globally, feeding…
…containing 15 g/kW-DC of silver electrical contacts, implies total silver consumption of 7.5kTpa, which is over 20% of the global silver market. Hence this work follows on from our screen…
…deposition equipment is worth $50bn pa and growing at 8% per year. Who stands out? $499.00 – Purchase Checkout Added to cart Vapor deposition uses 250-1,250ºC temperatures and vacuums as low as…
…to rush home and downgrade my previously published numbers, which see global EV sales ramping up from 14M vehicles in 2023 (10M BEVs, 4M PHEVs) to 50M by 2028 (model…
…the rise of AI, hence this model captures the costs of data-centers, from first principles, across capex, opex, land use and other input variables (see below). In 2023, the global…
…could reduce copper use to 10 tons/MW, albeit this would still tighten global copper balances by around 1% per year through 2030. The ability to thrift out bulk material intensity…
Rising energy demands of AI are now the biggest uncertainty in all of global energy. To understand why, this 17-page note is an overview of AI computing from first principles,…
…model has power rising from c40% to c50% of the US gas market by 2030, compensated by lower use in residential heat. https://thundersaidenergy.com/downloads/us-co2-and-methane-intensity-by-basin https://thundersaidenergy.com/downloads/gas-gathering-how-much-co2-and-methane https://thundersaidenergy.com/downloads/gas-pipelines-how-much-energy-co2-and-methane-leaks https://thundersaidenergy.com/downloads/gas-industry-co2-per-barrel https://thundersaidenergy.com/downloads/methane-leaks-from-downstream-gas-distribution https://thundersaidenergy.com/downloads/methane-slip-how-much-gas-evades-combustion https://thundersaidenergy.com/2019/12/15/global-gas-catch-methane-if-you-can https://thundersaidenergy.com/downloads/decarbonization-of-the-united-states-with-a-co2-price…
…our breakdowns of global GDP by region, and discussed on pages 3-4. If the world allocated $1trn pa more for defence by 2030, and $2trn pa more by 2050, then…